A. Description of the Advisory Firm Williamson Legacy Group, LLC (“WLG” F“irm” “we” u“s” o“ur) ” is a limited liability company organized in the State of Indiana. WLG is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). WLG is owned by Joe Williamson. B. Types of Advisory Services WLG provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, private foundations, and qualified retirement plans. Financial Planning and Consulting Services WLG offers personal comprehensive financial planning services to set forth goals, objectives and implementation strategies for the client over the long-term. Depending upon individual client requirements, the comprehensive financial plan will include recommendations for retirement planning, educational planning, estate planning, cash flow planning, tax planning and insurance needs and analysis. WLG prepares and provides the financial planning client with a written comprehensive financial plan and performs quarterly, semi-annual or annual reviews of the plan with the client, dependent on the client’s needs in accordance with the financial planning agreement. Clients should notify us promptly anytime there is a change in their financial situation, goals, objectives, or needs and/or if there is any change to the financial information initially provided to us. In addition, there are financial planning enagagements where the services of WLG cease upon providing the client with the financial plan. Clients are under no obligation to implement any of the recommendations provided in their written financial plan. However, should a client decide to proceed with the implementation of the investment recommendations then the client can either have WLG implement those recommendations or utilize the services of any investment adviser or broker-dealer of their choice. WLG cannot provide any guarantees or promises that a client’s financial goals and objectives will be met. Investment Management Services WLG offers investment management services on a discretionary basis and non-discretionary basis. All investment advice provided is customized to each client’s investment objectives and financial needs. The information provided by the client, together with any other information relating to the clients ’ overall financial circumstances, will be used by WLG to determine the appropriate portfolio asset allocation and investment strategy for the client. Financial planning services may also are provided, depending on the needs of the client. The securities utilized by WLG for investment in client accounts mainly consist of equity securities, but we will also invest in registered mutual funds, exchange traded equity securities (ETFs) and REITS, among others, if we determine such investments fit within a clients ’ objectives and are in the best interest of our clients. WLG may further recommend to clients that all or a portion of their investment portfolio be managed on a discretionary basis by one

or more unaffiliated money managers or investment platforms (“External Managers”). The client may be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the client’s engagement of the External Manager. WLG generally renders services to the client relative to the discretionary selection of External Managers. WLG also assists in establishing the clients ’ investment objectives for the assets managed by External Managers, monitors and reviews the account performance and defines any restrictions on the account. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s assets, are exclusive of, and in addition to, the annual advisory fee charged by WLG. Investment Management Services to Retirement Plans WLG offers discretionary and non-discretionary advisory services to qualified plans, including 401k plans. These services include, depending upon the needs of the plan client, recommending, or for discretionary clients selecting, investment options for plans to offer to participants, ongoing monitoring of a plan’s investment options, assisting plan fiduciaries in creating and/or updating the plan’s written investment policy statements, working with plan service providers, and providing general investment education to plan participants. Note for IRA and Retirement Plan Clients: When WLG provides investment advice to you regarding your retirement plan account or individual retirement account, WLG is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way WLG makes money creates some conflicts with your interests, so WLG operates under a special rule that requires WLG to act in your best interest and not put WLG’s interest ahead of yours. C. Client-Tailored Advisory Services Client portfolios are managed on the basis of individual clients’ financial situation and investment objectives. Clients may impose reasonable restrictions on the management of their accounts if WLG determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for WLG’s management efforts. . Information Received From Clients WLG will not assume any responsibility for the accuracy of the information provided by clients. WLG is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and WLG is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying WLG in writing of any material changes to the client’s financial situation, investment objectives, time horizon, or risk tolerance. E. Assets Under Management As of December 31, 2023, WLG maintains $164,945,891 in total assets under management. The total represents $124,079,637 in discretionary and $40,866,254 in non-discretionary assets under management.